A podcast about understanding how tech works and the way it is changing the world. Hosted by Andrew Sharp with Ben Thompson.
116 episodes transcribedNinety minutes after they wrapped a conversation about YouTube, Google and the future of AI video, Ben and Andrew reconvene to make Ben eat his words...
Unpacking the latest round of Nvidia earnings and the questions that loom over the company's future in China. Then: Answering a few of the most common...
Ben and Andrew discuss a monster earnings report for Meta, the mechanics of how they got there, and the newfound trust the company enjoys from investo...
Intel's future in leading edge manufacturing looks more uncertain, while prospects for the US semiconductor supply chain are beginning to look more pr...
A week of news surrounding Windsurf and Google (and now Cognition), why the Silicon Valley ecosystem as we've known it appears to be coming to an end,...
On today's show Andrew and Ben begin by breaking down a favorable ruling for Anthropic in a case concerning copyrighted material, the fair use doctrin...
A variety of announcements at WWDC, and why Apple’s lack of jaw-dropping news or boundary pushing plans was the most sensible approach available this...
Ben and Andrew react to the news that OpenAI is acquiring Jony Ive's hardware startup for $6.5 billion worth of stock, including questions about the f...
Talking Platform Power and 15 years of App Store arguments, with topics including Ben's memories from Microsoft, the difference between regulating pla...
Talking through Ben's article on Apple and the Ghosts of Companies Past, including Apple's religious commitment to privacy, untapped platform potentia...
Tracing the history of Facebook to understand the challenges for the government in this month's FTC v. Meta trial, and thoughts on the nature of compe...
Ben and Andrew return to discuss Liberation Day whiplash, Apple’s history in China and tech’s history in Asia, and the various challenges inherent to...
Revisiting Apple's nadir in the 1990s, along with internal friction that boiled over after Steve Jobs' passing, and explaining why Apple execs should—...
A discussion of Ben's Stratechery article AI Promises and Chip Precariousness, including basic geography and evolving geopolitical considerations info...
Andrew and Ben reconvene to answer your emails on DeepSeek and its implications. Topics include: DeepSeek as the Oakland A’s and Big Tech as the Red S...
Looking to digital advertising history for clues about AI’s impact on the economy, proposed frameworks for AGI and ASI, and why AI benefits are likely...
Ending the year with a slew of great emails from listeners, including questions about the next U.S. flagship to fail, Google's advantages in AI, an iO...
A closer look at Intel's fall from grace in the wake of CEO Pat Gelsinger's sudden retirement and with the company facing a fresh round of questions a...
Talking through the evolution of the modern trade landscape, the implications of tariffs under a new U.S. administration, and Ben’s article on Monday,...
Talking through Ben's piece on Meta and Abundance, including the past, present and future of Meta's value proposition to e-commerce advertisers, plans...
